Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.2B
1-Year Est. Return 24.08%
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.66B
AUM Growth
+$753M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,143
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$49.7M
3
+$36M
4
PFE icon
Pfizer
PFE
+$28.7M
5
DE icon
Deere & Co
DE
+$27.9M

Top Sells

1
+$55.1M
2
+$44.8M
3
+$41.5M
4
ROST icon
Ross Stores
ROST
+$40.1M
5
LSI
LSI CORPORATION
LSI
+$39.6M

Sector Composition

1 Technology 19.52%
2 Industrials 13.47%
3 Consumer Discretionary 12.06%
4 Financials 11.72%
5 Healthcare 11.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$984K 0.01%
24,273
-7,176
577
$980K 0.01%
37,793
-135,923
578
$974K 0.01%
34,330
+21,900
579
$967K 0.01%
23,307
-67,693
580
$966K 0.01%
162,120
+106,820
581
$957K 0.01%
+175,800
582
$956K 0.01%
54,780
-96,723
583
$956K 0.01%
5,614
-1,278
584
$953K 0.01%
38,197
-200
585
$951K 0.01%
+51,204
586
$950K 0.01%
53,829
-193
587
$943K 0.01%
7,950
-920
588
$942K 0.01%
+55,386
589
$939K 0.01%
142,451
+8,500
590
$938K 0.01%
13,900
-500
591
$936K 0.01%
+400,142
592
$926K 0.01%
22,190
-48,910
593
$925K 0.01%
21,370
-30,400
594
$923K 0.01%
27,635
+11,257
595
$922K 0.01%
57,534
+42,734
596
$920K 0.01%
+19,400
597
$918K 0.01%
+11,300
598
$916K 0.01%
+123,600
599
$914K 0.01%
6,581
+4,130
600
$909K 0.01%
+38,750
22 23
24
25 26